RetireUp Acquires RepPro, Creating a Powerhouse Digital Retirement Planning Solution
"RetireUp was created to bring the complexities of retirement planning to life in a simple and engaging way so the client and the advisor can work together, on the same side of the table," said RetireUp President and
Founded in 2012 by a team of financial advisors, RetireUp serves thousands of financial advisors across the nation. The platform is a comprehensive, web-based retirement planning tool which uses engaging charts and graphs to transform complex financial concepts into easy to understand, "big-picture" visuals that invite clients to become active participants in their own financial futures –creating personalized income plans within 30 minutes.
Users of RetireUp Pro have full access to RepPro's automated smart forms and business logic, which uses powerful data integration, and a fully automated filing system to expedite administrative tasks from start to finish while reducing human error. As a result of the acquisition,
"Joining RetireUp is an exciting next chapter for RepPro," said Kelly. "The two technologies fit seamlessly together to create the end-to-end business and client solution that advisors have been searching for– especially as they strive to provide scale and next-level client service to compete in the growing marketplace. After launching RetireUp Pro and seeing the overwhelmingly positive response from distributors and their advisors, we're excited to see what's next for RetireUp and the impact we can make together."
For information about RetireUp or to request a demo, visit www.retireup.com. For media inquiries, contact [email protected].
About RetireUp
RetireUp transforms client conversations into the centerpiece of the Retirement Income Story© - with compelling discussions around the full picture of defined income (
About RepPro
RepPro was designed to eliminate the headaches, hassles, and inefficiencies that exist with current processing methods. The platform takes the entire transition process online and creates a system that significantly reduces time and errors. Store your clients' information, fill out and execute their plan, and in the future, accessing a client's information and status is just a few clicks away. For more information go to www.reppro.co.
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SOURCE RetireUp
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